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Avaali - RPA Introduction Usecase - Twilio
Avaali - RPA Introduction Usecase - Twilio
Automation
Introduction
Twilio
7th July 2022
Context and Background
$21B
$19B • Integration and API management Orchestrator
$17B to enable system-centric automation Automation Cloud
Here are some of the tasks that can be easily handed over to the Robots
“Automation is good, so long as you know exactly where to put the machine.”— Eliyahu
Goldratt
Poor choice of process for initial pilot (e.g. too complex, too many exception paths, etc.)
is the leading root cause for failure to meet customers’ expectations
Given that as high as 30–50% of initial RPA projects fail, it is absolutely imperative to
know which processes to pick for RPA automation
Spontaneously, users often insist on: They forget tasks they’re used to:
Hyperautomation is a business-driven, disciplined approach that organizations use to rapidly identify, vet and
automate as many business and IT processes as possible. Hyperautomation involves the orchestrated use of
multiple technologies, tools or platforms, including;
RPA
4
Source: “Gartner Top 10 Strategic Technology Trends for 2020,” October 21, 2019. https://www.gartner.com/smarterwithgartner/gartner-top-10-strategic-technology-trends-for-2020/" Copyright@ 2021 Avaali. All RightsReserved
How the UiPath Automation Platform drives business value
13
Copyright@ 2021 Avaali. All RightsReserved
Become a fully automated enterprise™ with the UiPath Platform Internal only
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Copyright@ 2021 Avaali. All RightsReserved
Become a fully automated enterprise™ with the UiPath Platform
Benefits
Fixed Asset Tax Planning/ Payment Accounts Cash
Admin./ Inquiry Handling Collections
Accounting Accounting Processing Payable Application
Accounting
Investment
Premium Re-insurance Daily P&L/ Mark T&E
Accounting/ Procurement. Bank Treasury/ Trust
Accounting Accounting to Market/ Accounting/
Securities Card Admin Reconciliation Management
(Ins) (Ins) Middle Office Reimbursement
Pricing (FS)
Talent Life-Cycle
Sourcing Deployment Performance HR Development Rewards
Competency Executive
Talent Sourcing Workforce Planning Compensation
Management Development
Performance Knowledge
Transfers Succession Planning Pensions
Management Management
Workforce
Contingent Staffing Performance Support Recognition
Scheduling
▪ Resource optimization
Purchase order
Order fulfillment Bill of materials Inventory reports
processing
Analyze Supply Market Select and Activate Receive and Verify Authorize Supplier
Perform Integrated Business Planning and Qualify Suppliers Supplier Product Payment
(Sales & Operations Planning)
New Product Conduct Financial
Development Reconciliation Perform Sourcing Strategy
Measure and Drive Conduct Supplier Terminate / Transition
Conduct Supply Segment Suppliers
Performance Reviews Suppliers
Balancing
Receive, Enter & Validate Generate Invoice and Collect Manage Import/Export and
Route Shipments
Order Payment Customers
Reserve Inventory & Determine Load Vehicle and Generate Manage Freight Pay and Audit
Delivery Date Shipping Docs Process
Expertise across all solutions of UIPath. Also, deep expertise on AA, Kofax and
SAP iRPA solutions, OCR and document understanding solutions.
Automated the complex Bank reconciliation process for one of the largest Indian
lifestyle company.
Automated the highest number of Processes (100+) for one of the Indian Largest
Construction Machinery Manufacturing company.
02 04
Create a Functional & Design & Develop
Technical Environment Avaali to Build Simple Bot’s
Identifying the right tools Shadowing the development activities
Conduct trainings
Avaali works with your teams to deliver a focused engagement keeping the end goals in perspective at all times .
Cash Application
Bank Recon
Inputs from multiple sources to
reconcile and update the status into Automated reconciliation for 41 banks
internal Cash Application and 64 bank accounts
• HR – New Hire Setup, Employee Onboarding, Employee Data management, MIS reports
• Finance – Sales order creation, Intra unit Invoice processing, Info Record creation, Cash Application
• IT – Resource monitoring, LWP reporting and notification, Asset buyback processing
Process Focus
• Production – Production status report, Planned order to production order confirmation & Reporting
• Sales & Service – Draw down request, Expected delivery date updation and notification
• SCM – Material tracker notification, Material availability status
Asset Capitalization Creation - Extracting contract details from documents and uploading to SAP for
& Amortization Asset creation and WBS creation, allocate budget as per contract value and
checking for nature of asset
Depreciation - Identify changes in asset value, make changes based on asset class
description and run depreciation in SAP
Sales Order Billings Release SO and DO on monthly basis based on the finalized SO in SAP
Automation Process Generating Invoices in PDF format and create summary report on total number of
Invoices sent on monthly basis
Credit note and Debit note adjustments in SAP
Reporting and visualization dashboards
Credit Monitoring Generating SOA for Customers with debts and reminder mechanism covering
various scenarios
Customer blocking and unblocking with debts overdue for more than 30, 60 and
120 days
8 Sun Pharma - CoE Enablement - As part of CoE enablement program, provided online technical training for 30+ participants
UiPath - Hand holding support to CoE team in identifying the processes for automation and building
the Bots
2. Invoice Processing
Manual Process:
Manually reconcile by
User Downloads the User Logs in to ERP and Manually matches the Segregates the Sends the results to
matching the account
Statements and other downloads the book of UTR number, Cheque reconciled and open appropriate stake
statements and book of
Inputs from Email accounts number , values etc., items holders
accounts
Applications interactions – 3 Volume processed - 500 Line Items Recon rules used – 10
No
No
2. Invoice Processing
Manual Process:
Triggers
approval
Workflow
OCR Solution
Exception Handling
▪ Missing Attachment
▪ Validating attachment
▪ Validating the source of attachment
▪ Application Failures
▪ Notifications for various mismatches (Opening & Closing items)
Avaali works with large enterprises to accelerate cycle time to processes and reduce
costs via digital. Avaali is a leading partner for UiPath/AA/SAP iRPA RPA.
Avaali works with enterprises to deliver automation projects, deliver process consulting
and help enterprises build and scale your automation CoE.
Avaali can support you with process assessment to identify the right processes for
automation across business functions.
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